All of our services are created in custom packages specific to the individual needs of the company, however, there are generally these basics included.

Tier 1. Basic Bookkeeping

  • Bank reconciliation with 1 or 2 connected bank accounts
  • Matching expenses with vendors and bills to ensure that the maximum tax benefit
  • Matching income with customers and invoices to ensure income is recorded properly.
  • Monthly reporting of profit and loss & balance sheet statements so that you can have peace of mind that your books are on track.
  • Year-end reporting and cooperation with your accountant for year-end taxes.
    Packages Start At $500 monthly

Tier 2. Small business bookkeeping

  • All of the above
  • Up to 3 connected bank accounts and 2 credit cards
  • Work with connected POS sale apps or 3rd party reporting
  • Class recording for more detailed reports
  • Assistance in generating a budget
  • Reporting to include accounts payable, accounts receivable and budget vs actual
    Packages start at $1500 monthly

Tier 3. Virtual assistant bookkeeper (CFO Bookkeeping)

  • Everything from tier 1 & 2
  • Plus, directly invoicing your customers
  • Recording bills
  • Bill pay through your banks secure bill pay system
  • Accounts receivable, we can help you stay on top of monies you are owed.
    Packages Start at $2500 monthly

Payroll Services

  • We offer a simple payroll package for $350 per month.
  • This includes biweekly payroll for Vermont Employees
  • Paystubs emailed available online for employees
  • Direct deposit for your employees
  • Monthly and quarterly and yearly state and federal tax filings and payments.
  • Includes up to 8 employees
  • Accrual of sick time and vacation time optional.
  • Health care deductions optional
  • The 1099 year-end services $500 annually.
  • Preparation of 1099 for up to 10 independent contractors. 1096 filing with the IRS.